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7701 San Felipe Blvd. Suite 100, Austin, TX 78729 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-08 |
Branch Locations
7701 San Felipe Blvd. Suite 100, Austin, TX 78729 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Financial Group | Austin | TX | 04/2008 | Present |
| Amicord, Llc | Austin | TX | 12/2009 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 04/2014 | 09/2016 |
| Fort Advisors | Austin | TX | 01/2019 | Present |
| Corecap Advisors | Southfield | MI | 09/2016 | 11/2019 |
| Fort Wealth Management | Austin | TX | 07/2014 | Present |
AMICORD LLC, A NON-INVESTMENT-RELATED INSURANCE AGENCY. LOCATED: 7701 SAN FELIPE BLVD., SUITE 100 AUSTIN, TEXAS 78729. 06/2009 TO PRESENT. POSITION: PRINCIPAL/AGENT. APPROXIMATELY 20-30 HOURS PER MONTH. Services provided clients as an added benefit as desired and on a needed basis. Services are flexible and can be put on hold to accommodate the needs of clients. Cake Partnership, LLC; Investment-related: No; Address: 17715 Sedona Way Cornelius, NC 28078; Nature of Business: Cake Partnership provides support for insurance agents and agencies; Position: Member; Start Date of Relationship: 7/6/2021; Hours/Months Devoted to the Business: Less than 5; Hours/Months During Trading Hours: Less than 5; Duties: None FORT WEALTH MANAGEMENT; ADVISORY FIRM; AUSTIN TX; PRESIDENT; START: 07/2014; TIME SPENT IN CONJUNCTION WITH INSURANCE AND INVESTMENT MANAGEMENT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-18 |
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